Are you content with earning a 5% yield on Treasury bills while grappling with a 4% inflation rate? In our current macro environment, we believe you shouldn’t be. Instead, there is an opportunity to uncover untapped, lucrative opportunities in your portfolio. It’s now time to rethink your investment strategy and consider alternative avenues that may have previously overlooked.
In AlphaCore Wealth Advisory’s latest webinar, our director of research, Johann Lee, CFA, and chief investment strategist, Eric Gerster, CFA, outlined investment strategies that aim to unlock the potential for increased income within your portfolio, outperforming traditional avenues and yielding superior returns in the current economic landscape.
During the webinar, some of the topics discussed were:
- How the inflation rate demonstrates a market regime shift that will likely cause rates to remain higher for longer.
- The dramatic shift in yields over the past two years and what rising rates could mean for your investments.
- Why fixed income assets are becoming more attractive to investors, their potential downsides and how AlphaCore addresses these to offer a solution.
- The specific sectors that have the potential to provide attractive yields by exceeding inflation, diversifying portfolios and expanding investment options.
- Effective strategies to help maximize yield and manage risk, ensuring long-term financial stability.
As always, to learn more about how to utilize yield opportunities to elevate your portfolio’s income potential, please do not hesitate to contact us.